Helen of Troy
HELE
240 hedge funds and large institutions have $1.44B invested in Helen of Troy in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 43 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 67
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
0.23% less ownership
Funds ownership: 105.29% → 105.05% (-0.23%)
1% less call options, than puts
Call options by funds: $34.2M | Put options by funds: $34.6M
3% less capital invested
Capital invested by funds: $1.49B → $1.44B (-$49.3M)
2% less funds holding
Funds holding: 244 → 240 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$45.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$35.1M |
| 3 |
MVP
Medina Value Partners
Los Angeles,
California
|
+$15.9M |
| 4 |
Bank of New York Mellon
New York
|
+$11.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$31.3M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$26.7M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$16.4M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$15.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
276
Arax Advisory Partners
Denver,
Colorado
| – | -$1.86K | -30 | Closed |
|
277
AssetMark Inc
Concord,
California
| – | -$1.3K | -21 | Closed |
|
|
AF
278
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1.05K | -17 | Closed |
|
|
EBA
279
Eagle Bay Advisors
New York
| – | -$1.05K | -17 | Closed |
|
|
CPA
280
Capital Performance Advisors
Walnut Creek,
California
| – | -$186 | -3 | Closed |
|
|
CA
281
Claris Advisors
St. Louis,
Missouri
| – | -$62 | -1 | Closed |
|
|
DPW
282
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$62 | -1 | Closed |
|
|
SIC
283
SJS Investment Consulting
Sylvania,
Ohio
| – | -$62 | -1 | Closed |
|
HELE Hedge Fund Activity: Q4 2024 in Review
240 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helen of Troy (HELE) for Q4 2024, worth a combined $1.44B — down 3.3% from $1.49B a quarter earlier.
Fund positioning in HELE was balanced in Q4 2024: 43 funds opened new positions, 43 closed out, 88 added to existing stakes and 67 trimmed.
The largest buyer was Cooper Creek Partners Management, opening a new position worth an estimated $45.8M. The largest seller was Macquarie Group, exiting entirely with an estimated $31.3M sold.
- 240 institutional investors held Helen of Troy (HELE) as of Q4 2024, down from 244 in Q3 2024.
- Funds reported $1.44B of Helen of Troy stock for Q4 2024, down 3.3% quarter-over-quarter.
- 43 funds opened new Helen of Troy positions in Q4 2024 and 43 closed out, a net change of 0 holders.
- The largest Helen of Troy buyer in Q4 2024 was Cooper Creek Partners Management, an estimated $45.8M added.
- The largest Helen of Troy seller in Q4 2024 was Macquarie Group, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2024.